Insightly to Attio migration
Shuttio moves organisations, contacts, leads, opportunities, projects and products from Insightly into Attio, with notes, tasks, meetings, emails and files. It is free at any record count. It starts with a free sample of every object you tick (5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records), so you read the result in Attio before the full run, and a rollback removes what it created.
- Can I move Insightly to Attio?
- Yes.
- What moves:
- Organisations, contacts, leads, opportunities, projects and products, with notes, tasks, meetings, emails and files.
- What doesn't:
- The request limit; Files on leads, projects and emails; Calls; and 6 more, each with its reason.
- Price:
- Free at any record count, the sample and the full run.
- How long:
- A free sample first, then the full run as one background job with live progress. The time depends on your record count and on Insightly's API request limits.
No Attio account yet? Sign up with our partner link and get 10% off any plan.
- Moves
- 6 kinds of record, plus notes, tasks, meetings, emails and files
- Doesn’t move
- 9 things, each with the reason
- Connect
- Insightly: An API key and your pod, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Insightly object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Insightly object | Lands in | Standard fields |
|---|---|---|
| Organisations | Companies |
|
| Contacts | People |
|
| Leads | People, deals at the stage Lead, or their own object (you choose) | Fields are mapped on the Fields step |
| Opportunities | Deals |
|
| Projects | Its own object, or the one you already have with that name |
|
| Products | Its own object, or the one you already have with that name |
|
Every other property is created as an Attio attribute and shown on the Fields step. A record matches on email (people) or domain (companies) and is updated in place, so running it twice never leaves two of anything.
Notes, tasks, meetings, calls, emails, files, owners and lists
| Kind | How it moves | What happens |
|---|---|---|
| Notes | Yes | On the record each note was attached to; an edited note updates on a later run. |
| Tasks | Yes | Linked to their records. |
| Meetings | Yes | Meeting participants are carried by name only, so no new people are created. |
| Calls | No | Insightly has no call object, so no calls are read. |
| Emails | Yes | Each email lands as a Logged emails activity with its subject, sender and date; Insightly's API returns no body and no To or Cc. Off by default: Attio's mailbox sync may already show the same mail. |
| Files | Yes | Files up to 50 MB, uploaded to the record they were attached to. A larger file and a link are listed as failed rows. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Insightly. |
Deal pipelines and stages
Shuttio reads every Insightly opportunity pipeline with its stages in Insightly's order. Insightly keeps won and lost in the opportunity's state, not in a stage: WON and LOST carry over as the outcome, ABANDONED lands as lost and SUSPENDED stays open, and each opportunity takes the pipeline and stage it is in. The state itself is kept in a State column. One pipeline becomes Attio's Deal stage. With two or more you choose on the Fields step: a list per pipeline, or a stage field per pipeline. Switch Pipelines off on the Options step and the names land in text fields instead.
Your own fields
| Insightly field type | Created in Attio as |
|---|---|
| Text, Multiline text or Calculated | Text |
| Numeric or Currency | Number |
| Date | Date |
| Date and time | Date and time |
| Checkbox (Bit) | Checkbox |
| Dropdown | Select, with the source's options |
| Multi-select | Text: the values are joined into one text value |
| URL | Text: a URL attribute cannot be created through Attio's API |
| User or Lookup | Text |
A field you added yourself arrives as a new Attio attribute of the type above. The Fields step lists every field before anything is written, and you can rename, skip or point a field at an attribute Attio already has.
9 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
The request limit
Doesn't moveInsightly allows 10 API requests a second and a daily quota by plan, from 1,000 on Free to 100,000 on Enterprise, over a rolling 24 hours. Shuttio keeps well below the per-second limit and pauses the run, to resume where it stopped, when the day's quota is used. A large account on a small plan takes days.
Files on leads, projects and emails
Doesn't moveShuttio reads no file attached to a lead, a project or an email in Insightly. They stay there.
Calls
Doesn't moveInsightly has no call object, so there are no calls to read and nothing is lost.
Notes and tasks attached only to a lead or a project
Doesn't moveA lead and a project are objects of their own with no slot to hold activities, so a note or task linked only to one of them is counted in the run's report and not moved.
Price books, quotes and line items
Doesn't moveProducts are moved; price books, quotations and the products on an opportunity are not.
Records outside your reach
Doesn't moveInsightly shows a key only what its user may see. Connect with a user who sees everything you want to move.
Emails, unless you tick them
Doesn't moveLogged emails from HubSpot and Pipedrive land in Attio as a Logged emails activity on their records, but they start unticked: Attio's mailbox sync may already show the same mail, and with both ticked it appears twice. Without the Attio connection's activity access, each email is listed as a skipped row rather than written as a note.
Files over 50 MB and linked files
Doesn't moveFiles up to 50 MB are uploaded to the record they were attached to, when the Attio connection has the file scope (an older connection is asked to reconnect). A larger file, and an entry that is a link rather than a file, is listed on the run as a failed row and not copied.
Goals, invoices, payments, carts and other commerce or admin records
Doesn't moveThey track billing and internal targets rather than customer relationships, and Attio has no object shaped for them. Pipelines and stages already arrive as each deal's status.
How the move runs
- 1
Pick the pair
Choose Insightly as the source and Attio as the destination.
- 2
Connect both ends
Insightly: An API key and your pod, not a sign-in. Find both in User Settings, API in Insightly and paste them; Shuttio checks them before saving anything and deletes the key 14 days after the migration finishes. Attio: sign in with Attio (OAuth).
- 3
Choose the objects
Tick what to move. Each row shows where the object lands in Attio. Nothing is written yet.
- 4
Review every field
Rename a field, skip it, or point it at a field that exists. When a field goes into an existing field, the step warns you that values on matched records are overwritten, and counts the fields concerned.
- 5
Start the free sample
Shuttio picks the sample at random: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. A deal in the sample still finds its company, because every object takes the records linked to the ones already picked. Lists and files move with the full migration. You open the result in Attio.
- 6
Run the full migration
One click moves the rest, free. Pause, resume and cancel work while it runs.
- 7
Check the report, then move new records
The Records tab lists every source record as moved, updated, skipped or failed, with the reason, and downloads as a CSV. Move new records brings over the records created in Insightly after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Insightly to Attio with Shuttio or by hand
Against a manual CSV export: a CSV is one object per file and a record export has no notes, tasks or meetings in it, so a deal's company is a column you match by hand and its notes, tasks and meetings are not in the file. Shuttio reads Insightly through its API, creates records first and links them second, matches records already in Attio instead of duplicating them, and lists every record's outcome. If you only need one object's fields and no history, a CSV import is enough, and Shuttio runs those free into Attio too.
Questions
How much does a Insightly to Attio migration cost?
Free at any record count. The sample, the full run, Retry and rollback cost nothing. Attio is the destination, so there is no per-record price.
What does the free sample move?
5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. Lists and files move with the full migration. It is a real write into Attio, so it can be rolled back.
What does not move from Insightly to Attio?
The request limit; Files on leads, projects and emails; Calls; Notes and tasks attached only to a lead or a project; and 5 more. Each has a reason on this page.
Can I undo the migration?
Yes. Rollback deletes the records, notes, tasks, meetings, files and list entries that the sample or the full run created, in reverse order, from a ledger. A record that already existed in Attio and was updated in place stays, and the values it overwrote are not restored; the Fields step warns you before the run.
Does it change anything in Insightly, and what about records created while I migrate?
Shuttio only reads from Insightly. It never writes to it. After the full run, Move new records moves the records created in Insightly after the migration started. Edits to records already moved are not copied.
What does it need from Insightly, and how long does it take?
Your API key and your pod, both in User Settings, API (the pod is in the API URL under the key, like na1). The key sees only what its user sees, so use a user who sees everything you want to move. Insightly allows 10 requests a second and a daily quota by plan (1,000 on Free up to 100,000 on Enterprise, over a rolling 24 hours): Shuttio reads 500 records a request, keeps well below the per-second limit and pauses the run, to resume where it stopped, when the day's quota is used. A large account on a small plan can take days. The key is stored encrypted and deleted 14 days after the migration finishes.
Move Insightly to Attio in a free sample first.
Nothing is written to your new CRM until you have reviewed the objects and fields, and every CRM migration starts as a free sample: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records.